I think it would be safe to say that most everyone in financial services, insurance, healthcare, utilities or any other industry vertical that needs to consistently communicate with its customers knows... View More
If your job is to produce documents, whether you are in-house or a service provider, most likely, your clients need your help—help that you are uniquely qualified to deliver to them. Clients work... View More
In an ideal world, workers would easily be able to move seamlessly between paper, digital and even legacy formats from any information technology (IT) platform that they wished. Integration of information... View More
Last autumn, Greg Head, chief marketing officer of Infusionsoft, shared with me his concept about many in the digital marketing space. His idea was that these companies had been able to grow to the point... View More
It was not so long ago that we were excited about metadata and indexing, data capture with optical character recognition (OCR) and intelligent character recognition (ICR) and the integration of document... View More
In the 1960s, Bob Dylan wrote that “the times they are a-changin'.” Nowhere is that more true than in today’s technology arena. The state of information technology (IT) is undergoing... View More
For those of you in marketing, you’ve no doubt seen the deluge of ideas, opinions, tips, strategies and advice for content marketing. Content marketing works as a way to increase leads, trust and... View More
The document management environment seldom gets treated as a core competency or a strategic asset for an organization. Documents are typically required by law to fulfill a transaction, or used as a correspondence... View More
The power that information holds over an organization can be one of transformation as well as one of stagnation. How companies use and leverage their information assets can set them apart from their competitors.... View More
Every so often, I get a call from someone who wants to know if I can help them with their “document management problem.” When I ask some basic questions like, ”What is the problem?”... View More
The challenges associated with managing data have multiplied by previously unfathomable degrees in recent years. Prior to the adoption of computers and mobile devices, physical records were the only form... View More
I’ve been hearing a lot of angry outbursts from workers, frustrated with shared “group” level electronic content management (ECM) systems. Complaints include: It takes too long to index... View More
Information technology (IT) strategy is complex, as are the systems that fall under the IT infrastructure umbrella. Your enterprise imaging system (print/copy/scan and related document management systems)... View More
Insurance organizations make very substantial investments to attract new customers and reach new markets, only to risk losing loyalty as a result of poor customer communications that can erode customer... View More
My last article, “Let’s Make RFPs Better–and More Definitive,” presented four keys to making your request for proposal (RFP) process more efficient and more valuable. At least one... View More
Most organizations are critically dependent on technology to operate in the modern world. For these organizations, technology risk management often becomes a one-dimensional exercise: an obsession with... View More
When I first discussed participating in this blog for DOCUMENT Strategy, the editor suggested that I address “workflow tools to streamline the full document life cycle” and “end-to-end... View More
We live in a world of change. Business processes change. Procedures change. Regulatory and legal requirements change. Keeping up with all this change can challenge even the best of us. Forms are like small... View More
When I joined this industry as a document designer in the mid-1990s, I used a script-based tool with limited capabilities to visually confirm changes that I made to a document. As a result, I spent a great... View More
The other day, while with a group of friends, someone told us he lived in the penthouse of a building. Most people stopped talking and looked at him. Nobody asked where the building was, the address or... View More
